See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,677 | $183,519-41.9% | $155,509-31.4% | $145,922-26.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 6.98% | 61.17%-54.2pp | 64.67%-57.7pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,469 | $5,313-72.4% | $4,672-68.6% | $4,660-68.5% |
| Participant deferral / active EE | $7,625 | $6,462+18.0% | $5,626+35.5% | $6,688+14.0% |
| Admin fee / account holder | $31 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |